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Define Your Legacy
Develop Your Legacy
Execute Your Legacy

We Guide Leaders, Founders & Entrepreneurs

We help our clients define and develop their personal legacy, increase their confidence and execute through accountability.

We believe in the power of applied coaching intelligence.

Clients come from a variety of backgrounds such as family businesses, financial services and the luxury sector, spanning 10 countries and 3 generations.

  • Making your legacy feel safe in all aspects of risk assessment;
  • Allowing your legacy to set you free through value alignment;
  • Combining joy and happiness to other while your being appreciated for what you bring naturally in identity;
  • Developing your legacy to be a window into how others understand you, and you, their need for your unique contribution;
  • Clarifying the parts that are missing or incomplete in your legacy;
  • Defining how your energy adds to your legacy's greatness

Let Us Know "What Does Legacy Mean To You?"

Here is how we begin to define the word and concept in meaning as well as context.

  • Legacy: In this context, "legacy" means: Building around what you stand for. What matters for you.

Principles. Morals. Integrity. Anything identity related that you can qualitatively connect back to your
business, vision & purpose. To live today or to leave to heirs or other beneficiaries. Perhaps your gift by will is your respect
and love or your philosophy of ideas, not just property or money.


  • Guide: Think of your coach as your "guide" and part of your network of supporting individuals who can hold space for your
    vision and values as well as point you in the right direction for your next steps to maintain momentum.


  • Trust: The term trust is important.  Trust has been eroded in business, whether it is the personal data economy,
    abuse of power with existing leadership or finding brands who have our best interest at heart.
    We need to be able to trust others given our dependency on numerous people to survive,
    whether it is our pilot or our farmers.  While trust is earned, it is like having more oxygen in our ability to survive and thrive.


By not preparing customized plans, or even a "legacy compass" book explaining your values, vision, stories and struggles, you will not only fall short of what you could leave behind in potential knowledge but are also leaving a void regarding identity, roots and heritage.  The beneficiaries would be your family, friends, associates, and possibly people you may never meet to assist them in finding clarity. They cannot fill in the details without your contribution.

I have also heard from clients that taking the time to develop this compass book becomes a part of their legacy and becomes a capsule of joy.

The cost of not working with a trusted advisor with the softer side of your legacy planning is lack of organization, clarity, and ultimately completion.  I have coached many individuals one on one on a weekly basis in the past 5 years with their customized plan as well as led over 500 group sessions.  Without your direction, vision, and personal values, your best intentions will have disappeared.  No one can read your mind.



  • Find a renewed sense of freedom, fulfillment, and satisfaction ("FFS") will become your top desires when you set aside the time to work through important areas of your life.  You reclaim all tools and resources that work with your core values and vision. After six months of weekly coaching sessions where you will feel fully heard, seen & understood, there will be a peace of mind in the organization to the complex areas of your life that went unfinished, ignored, or untransformed.

  • Increase your self-confidence with what has been suppressed, criticized or left for another day, expand your connection with others, hear your inner voice more in the possibilities under the whispers, and find what behaviors may be knocking you off balance from creating what you need to today in navigating your hero’s journey.

  • At the end of six months, we will have succeeded because you will have more clarity, tools and skills as well as your own "Legacy Compass" coffee table book for yourself and for your future generations (i.e. guide book).  Your example as a role model will not only help your family (or company) survive and thrive, it may also help our human species at a time where real life, humane leaders matter.

1. The initial call is a "Discovery Session".  The benefit of this welcome conversation is that it both jump starts your foundation moving forward but also creates the designed alliance between client & coach. 

2. We coach you once a week for an hour based on your choice of topic for the purpose of defining, developing and executing your legacy.


3. You complete custom "accountability" assignments each week where you follow through on tracking your week with KPI metrics such as new decisions, awareness, insights, growth moments and progress in the pages for your personal "Legacy Compass". Again, the compass is your custom hardcover coffee table book to be proud of.



The purchase of a pair of designer jeans is not the jeans, it is the image it brings.  The result of a cup of designer coffee is not the coffee, it is the community at the café or the emotional connection with the brand.  The result of legacy planning is not the plan of the legacy itself, it is the feeling of fulfillment, freedom or satisfaction afterwards knowing you made an investment in your life & for yourself as well as those you love.


Legacy Planning reminds me of the story of the drowning man (or woman).  God sent a boat, two helicopters, etc, to save him or her but the individual kept waiting for another sign, message or miracle.  Tomorrow is not promised where we are in good health or good spirits to be able to clarify, record and compile important thoughts, words, lists and instructions for others to learn from or know us by.


Legacy Planning also makes me think of a poem known as “Footprints In The Sand” - an advisor can walk alongside another for a season or year to strengthen the client and thus, leave them better off afterwards given the coaching experience.  Both for their life and for future generations.  While I am not suggesting a coach is a God-like figure, I am stating a coach can lift a client to higher consciousness after defining, developing and executing their legacy plans and personal Compass Book.   


 Hi, my name is Angelina Carleton and I know how it feels to build out a legacy plan starting with resourcefulness .

I went to the marketplace in 2012 to find a coach or advisor who would support me in the conversations around creating a specific vision for my legacy.  I could not find a match in commerce so I designed "Legacy Planning" step by step, building it from scratch.  In 2014, I went back to school with the Co-Active Training Institute's programs: their five (5) live workshops, their executive education program as well as their six-month certification.  

These soft (life) skills are instrumental for leading clients through new landscapes of self-discovery, value reframing and execution of a plan. My intention is to guide you through your journey to clarify and complete your legacy.  In other words, you are the hero in our journey and I am your guide as the coach and advisor.  


I invite you to join our community and subscribe to our social media channels. When you are ready, book your welcome session.  With 4+ million posts on Instagram now talking about "legacy", our values and vision matter in the social dialogue in how we are contributing to ourselves, one another & our planet. 

Here's to good (legacy) days ahead!    
Best regards, Angelina

The Virtual Learner (Coming Soon):

The Legacy Playbook: $2,995
(What Can You Do In 90 Days To Develop Your Legacy?)
Audio Meditations To Be Released.
Publishing Co. In Formation.

Group Coaching:

Group coaching sessions range between 40-90 minutes. We discuss topics such as systems & structures, purpose & directions, relationships & impact, responsibility & creativity as well as a number of other subjects.
In the past 5 years, I have led 500+ group coaching  sessions - both online and offline.

Personalized Advisory Services (One on One Coaching):

For 12 months, a customized plan is developed based on weekly tasks for the individual client and their values, vision and goals. Pricing disclosed in the Letter of Engagement.

The affluent have specific lifestyles they are accustomed to as well as access to more resources as a way of life with expectations and choice. Yet, that privilege does not always equate to being surrounded by the best support system of allies who can hear the subtle messages in one's values & vision. Our coaching is a symmetrical business relationship for FFS (Freedom, Fulfillment & Satisfaction).



With more  technology tools coming online each day, we can sit back and feel overwhelmed. 

Or, we can start with a physical pad of paper and pen and think about how much our practical experiences and

knowledge can be focused for the spiritual needs around growth and contribution. 

Discover higher truths and clarity in your sessions with a Legacy Advisor.

Your impact and influence 
will be much more refined in your legacy as well as with your "Legacy Compass" coffee table book as a finished product.  

 Send me your email and I will send you "3 Ways A Legacy Advisor Will Help You & Your Future Generations Survive & Thrive".

As Featured In ...




Alliance Magazine

May 2018

Marcie's Blog



African Family Firms

August webinar



LadyMade Ladyfest

October 2020


A Small World

December 2020



Family Sapiens

February 2021


A media kit can be downloaded [here]. 



"Angelina - I wanted to let you know how impactful your coaching of me was on our last call. You struck a cord when you articulated that one of my core values is “Justice”. This really resonated with me and I have been in inquiry about it ever since. You have great intuition! Warm regards, Nancy."  - Nancy, a client who retired from a law firm now residing in Northern California

"Angelina is a coach who derives your inner journey smoothly. She coaches you by her heart & emotions and stays well connected throughout the entire process. She gave me the space of silence that allowed me to hear my inner voice, then asked me a lot of powerful questions that led me to see things from different angles. She believed in me as a whole person and throughout the conversation, she filled me with the energy of trust & vision. We can find a lot of coaches in the world, but talented ones are a challenge. Angelina is one of the talented ones." - Shaima, Abu-Dhabi, United Arab Emirates

"Angelina is a very intuitive coach, she is bright and helped me find what is really important in my life. I recommend her to anybody who is willing to explore themselves with fierce courage, she'll surely be by your side, supporting you and championing you to get where you want to go for your legacy. Angelina is talented!"  - Ilaria, Abu Dhabi, United Arab Emirates

"Angelina is an extremely insightful coach. I enjoyed our work together and it helped me progress forward in my career path." - Dana, MBA who resides in San Francisco, CA

“Angelina is a fantastic coach! Her enthusiastic support and encouragement inspired me to let my imagination soar!" -Margaret, Los Angeles, California. Her clients include Banana Republic, Wells Fargo, Cisco, GAP, Yahoo!, Levi's, First Republic Bank, Microsoft, Macy's, Comcast and HP.

"I began my legacy planning with Angelina in November of 2018. She is one of the key support pillars that I trust. I have experienced results with her coaching, holding me accountable to my goals each week and month. I appreciate her reframing and intuition skills, by seeing current obstacles and challenges from different perspectives. This executive level coaching allows me to combine the depth and breadth of my career experiences to create the life I want for myself now. I intentionally make all decisions knowing that my time remaining here is limited. My conversations with Angelina assist me in pushing me beyond my comfort zones, regarding how I can impact, teach and guide others." -Benjamin, Investment Adviser & Prior Executive With Three Global Fortune 500 Companies

"Angelina is a natural and instinctive coach who helps you explore new perspectives and possibilities." - Amanda, United Kingdom, 20 year business owner and executive

"Angelina has a unique way of having you ponder the future and still live in the present. She bares witness with genuine care. I received great value in her help to align my life legacy with daily action." - Julie, IBM Executive, British Columbia, Canada

"As the daughter of a NYC diamond setter and as a great grandmother, Angelina was introduced to me through associates for her coaching results in both life and business. She helped me, as a cancer survivor, to become ambitious again and reconnect me to my roots. She offered me the space of reflection to look at myself and my past - to have me realize I am not dead yet. I feel now, after six months of Angelina’s coaching, that I would like to fulfill a legacy of teaching my immediate and extended family good values. And, remembering where those good values will get you.” –Denise, Southern California

"Why life and business coaching at my age, was my first thought. I had recently started a new career at 50 and I began my coaching sessions not knowing what to expect. I had in the back of my mind "old dog, new tricks". As the coaching progressed with Angelina, I found small changes were being made in every aspect of my life; sort of like a hundred wrinkles being ironed out, making my personal and business life smoother. This new awareness, as well as weekly actions in follow-through, enabled me to see new possibilities that I had never thought existed. ... Next steps for a future I had not considered six months previous, ... on multiple levels. Thank you Angelina for your time and holding me accountable." - Saundra, Southern California


Legacy Planning is a private initiative that offers an opportunity for you to explore your goals and dreams, but also to provide you with the world-class support to keep you accountable with the follow-through of your long term intentions. When you become the best you can be in navigating your calendar days, your energy and your activities, transformation and fulfillment materialize and thus, your personal legacy.


The firm of Legacy Planning is to be a coaching and advisory resource available to help you attain your vision for a lasting legacy through specific blueprint steps. I hope to  awaken humanity one legacy at a time.


In addition to incorporating the Co-Active Coaching Model, we also consider seventeen (17) of our own principles when guiding clients in their transformation journey.

Other Details:

(pdf downloads)

1. How Do We Work Together?

2. Visual: Where Does Legacy Planning Fit In?

3. Professional References

4.  About

5. Profile Data

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US Address: 9190 W. Olympic Blvd. # 368 Beverly Hills, CA 

Canadian Address: 207 Dundas St. East #253, Trenton, Ontario
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"We believe everyone deserves a legacy to be defined and developed and everyone has a story worth sharing."

Legacy Planning Manifesto

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We are pleased to be associated with the Conrad Family Office based in the United Kingdom.



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